What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Segrera Associates?
Segrera Associate is partnering with a financial services firm that is looking to hire a Director of FP&A. This is a high-impact, highly visible role focused on building, analyzing, and driving the business—not just reporting on it.
Forecasting & Planning
- Lead, own, and manage complex financial models, including:
- Portfolio growth (originations and resolutions)
- Debt utilization (warehouse facilities, securitizations, equity usage)
- Full three-statement financial forecasts (individual SPV and consolidated levels)
- Partner with business teams to model:
- Repayment curves and timing
- Loss severity and risk trends
- Pricing sensitivity and market dynamics
- Impact of current conditions on prior originations
- Lead annual bottom-up expense planning across departments, working closely with functional leaders
Reporting
- Own and deliver monthly reporting to Private Equity sponsor, including performance insights and variance analysis
- Oversee company-wide P&L reporting, including departmental performance
- Report and track profit share across various business relationships
- Support Board-level reporting and executive presentations
Data, Analytics & Technology
- Own and manage the data warehouse / data lake environment and Power BI reporting
- Lead development and prioritization of business reporting requests, ensuring alignment with strategic needs
- Partner closely with internal and external AI and technology teams to develop and deploy advanced analytics and automation solutions
- Continuously enhance data visibility, accessibility, and decision-making capabilities across the organization
Team Leadership
- Lead and develop a lean, high-performing FP&A team (4 team members)
- Provide clear direction, prioritization, and development opportunities
- Foster a culture of accountability, ownership, and continuous improvement
Strategic & Cross-Functional Partnership
- Serve as a key partner across Operations, Portfolio Management, Servicing, Risk, Marketing, and Technology
- Provide actionable insights to drive business performance and strategic decision-making
- Support capital planning, liquidity management, and overall financial strategy
- Partner with the CFO on investor relations, including preparation of materials and leading financial reviews discussions.
- Support M&A activities, including financial evaluation, due diligence, and integration planning.
Experience
• 8 years of finance experience within private equity-backed financial services, banking, or mortgage lending
• Bachelor’s degree in Finance, Accounting, or related field required
• Strong hands-on experience in financial modeling, forecasting, and data analysis
• Proven ability to partner with business leaders and influence decision-making
• Experience working in high-growth, dynamic environments (PE-backed preferred)
• Advanced proficiency in Excel and experience with BI tools (Power BI preferred)
• Experience working with data lakes / warehouses
• Strong communication skills with ability to present to executive leadership, board, and investors
• Self-starter with a proactive, solutions-oriented mindset
Salary : $170,000 - $190,000